---
schema_version: "1"
id: 831a06684b80f2f37a81c654b2cffa62a96c32c6c2ca3833135611af3bde7c07
title: Behavior Involvement
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/k12_behavior_involvement.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.k12_behavior_involvement.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b1968a80061008c5127a52ba5a35e892d4634695106cc7f4765bfe34e338d017
description: Behavior Involvement lets you associate individuals with a behavior event that's tracked as a Case.
products:
  - Education
release: "264"
---
# Behavior Involvement

Behavior Involvement lets you associate individuals with a behavior event that's tracked as a Case.

- **[Sample Uses for Behavior Involvement](https://help.salesforce.com/s/articleView?id=sfdo.k12_behavior_involvement.htm&release=264.0.0&type=5)**  
    Understanding a student or faculty member's role in a behavior event can help you develop appropriate responses. The Behavior Involvement object can help you track behavior events.
- **[Configure Behavior Involvement](https://help.salesforce.com/s/articleView?id=sfdo.k12_behavior_involvement.htm&release=264.0.0&type=5)**  
    Keep the Behavior Involvement object up to date.
- **[Create a Behavior Involvement Record](https://help.salesforce.com/s/articleView?id=sfdo.k12_behavior_involvement.htm&release=264.0.0&type=5)**  
    Use these steps to create a behavior involvement record in K-12 Architecture Kit.

## Sample Uses for Behavior Involvement

Understanding a student or faculty member's role in a behavior event can help you develop appropriate responses. The Behavior Involvement object can help you track behavior events.

- University—Track involvement of a student who might be the victim of a theft, a roommate who might be a perpetrator of the theft, and a Resident Advisor who might be a witness or reporter of the theft.
- K-12—Track involvement of a student who might be the victim of a bullying incident, another student who might be the perpetrator, and a faculty member who might be a witness or reporter of the incident.
- Any educational institution—Track the frequency of a certain person’s involvement in behavior events or the frequency of certain types of events at your institution.

## Configure Behavior Involvement

Keep the Behavior Involvement object up to date.

### Keep Up with Behavior Involvement Updates

Consider these updates, depending on which version of

K-12 Architecture Kit

you originally installed:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d17689e130">If Installed Before Version</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d17689e133">Configuration Task</th>
              </tr>
            </thead>
            <tbody>

              <tr class="">
                <td data-label="If Installed Before Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d17689e130 "> 1.14</td>

                <td data-label="Configuration Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d17689e133 "><strong>Page Layouts:</strong> Create a K12 Kit Positive Behavior Involvement Layout by
                  cloning the existing K12 Kit Behavior Involvement Layout. The sections and fields
                  used are the same. Assign the new layout to the appropriate user profiles, such as
                  System Administrator.</td>

              </tr>
              <tr class="">
                <td data-label="If Installed Before Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d17689e130 "> </td>

                <td data-label="Configuration Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d17689e133 ">
                  <p><strong>Record Types:</strong></p>
                  <ol>
                    <li>Create record types for Positive Behavior Involvement and Incident
                      Involvement. </li>

                    <li>
                      <p>Assign the K12 Kit Positive Behavior Involvement Layout to the Positive
                        Behavior Involvement record type.</p>
                    </li>

                    <li>
                      <p>Assign the K12 Kit Behavior Involvement Layout to the Incident Involvement
                        record type.</p>
                    </li>

                  </ol>
                  <p style="margin-bottom:0;">See <a href="https://help.salesforce.com/s/articleview?id=sfdo.k12_migrate_data_to_record_types.htm" target="_blank">Migrate Behavior Involvement and Behavior Response Data to Use
                      Record Types</a>.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="If Installed Before Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d17689e130 ">&nbsp;</td>

                <td data-label="Configuration Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d17689e133 ">
                  <p><strong>Picklist Values:</strong> Create a new picklist value and add it to the Role
                    field for the Positive Behavior Involvement record type.</p>
                  <ol>
                    <li>
                      <p>From&nbsp;Setup, click the Object Manager tab.</p>
                    </li>

                    <li>
                      <p>In the list of objects, click <strong class="uicontrol">Behavior
                          Involvement</strong>.</p>
                    </li>

                    <li>
                      <p>Click&nbsp;<strong class="uicontrol">Fields &amp; Relationships</strong>.</p>
                    </li>

                    <li>
                      <p>Click&nbsp;<strong class="uicontrol">Role</strong>.</p>
                    </li>

                    <li>
                      <p>In Values, click&nbsp;<strong class="uicontrol">New</strong>.</p>
                    </li>

                    <li>
                      <p>Type <kbd>Participant</kbd>.</p>
                    </li>

                    <li>
                      <p>Select&nbsp;<strong class="uicontrol">Positive Behavior Involvement</strong>.&nbsp;</p>
                    </li>

                    <li>
                      <p>Click&nbsp;<strong class="uicontrol">Save</strong>.</p>
                    </li>

                    <li>
                      <p>View the available values for the Positive Behavior Involvement record type
                        and remove the Perpetrator and Victim values.</p>
                    </li>

                  </ol>
                  <p style="margin-bottom:0;">View the available picklist values for the Role field for the Incident
                    Involvement record type and ensure that all available values except Participant are
                    selected.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="If Installed Before Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d17689e130 "> </td>

                <td data-label="Configuration Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d17689e133 "><strong>Compact Layouts:</strong> Add the Record Type field to the K12 Behavior
                  Involvement Compact Layout.</td>

              </tr>
              <tr class="">
                <td data-label="If Installed Before Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d17689e130 "> </td>

                <td data-label="Configuration Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d17689e133 "><strong>Search Layouts:</strong> Add the Record Type field to the K12 Behavior
                  Involvement Compact Layout.</td>

              </tr>
              <tr class="">
                <td data-label="If Installed Before Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d17689e130 "> </td>

                <td data-label="Configuration Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d17689e133 ">
                  <p><strong>List Views:</strong> Create a K12 Kit All Positive Behaviors list view. </p>
                  <ul>
                    <li>
                      <p>Sharing Settings: All users can see this list view </p>
                    </li>

                    <li>
                      <p>Filter by Owner: All behavior involvements</p>
                    </li>

                    <li>
                      <p>Matching these filters: Record Type equals Positive Behavior Involvement </p>
                    </li>

                    <li>
                      <p>Select Fields to Display: Behavior Involvement Name, Contact, Role,
                        Description, Case</p>
                    </li>

                  </ul>
                  <p>Create a K12 Kit All Incident Involvements list view.</p>
                  <ul>
                    <li>Sharing Settings: All users can see this list view</li>

                    <li>
                      <p>Filter by Owner: All incident involvements</p>
                    </li>

                    <li>
                      <p>Matching these filters: Record Type equals Incident Involvement </p>
                    </li>

                    <li>
                      <p>Select Fields to Display: Behavior Involvement Name, Contact, Role,
                        Description, Case </p>
                    </li>

                  </ul>
                </td>

              </tr>
            </tbody>
          </table>

## Create a Behavior Involvement Record

Use these steps to create a behavior involvement record in K-12 Architecture Kit.

Before you create a Behavior Involvement record, first create a Case record. See [Case](https://help.salesforce.com/s/articleview?id=sfdo.k12_case.htm).

1. From the Case record for this event, click **New** in the Behavior Involvement related list.
2. Enter a Contact name and the person's Role in the event. Don’t change the Case Number.
3. Click **Save & New** to create a Behavior Involvement record for each person involved in the incident, or click **Save** after you've entered the last person involved.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/images/icon_tip.png)

Tip As a next step, create Behavior Response records to track post-incident actions for the people involved. See [Behavior Response](https://help.salesforce.com/s/articleview?id=sfdo.k12_behavior_response.htm).